Filed October 20, 2024 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $6,317 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,048 | $58,290-81.0% | $98,442-88.8% | $86,799-87.3% |
| Participation rate | 97.5% | 68.3%+29.2pp | 73.3%+24.2pp | 72.3%+25.2pp |
| Annual return | 30.24% | 43.48%-13.2pp | 1492.73%-1462.5pp | 97.91%-67.7pp |
| Employer contribution / active EE | $1,273 | $2,008-36.6% | $2,960-57.0% | $2,405-47.1% |
| Participant deferral / active EE | $1,209 | $3,152-61.6% | $4,276-71.7% | $4,131-70.7% |
| Admin fee / account holder | $11 | $138-92.2% | $5,949-99.8% | $170-93.7% |